RWMG

Redwood Wealth Management Group Portfolio holdings

AUM $236M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1 +$695K
2 +$475K
3 +$426K
4
CRWD icon
CrowdStrike
CRWD
+$294K
5
SILA
Sila Realty Trust
SILA
+$291K

Top Sells

1 +$140K
2 +$139K
3 +$125K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$73.5K
5
UBER icon
Uber
UBER
+$65.8K

Sector Composition

1 Technology 23.21%
2 Energy 10.46%
3 Healthcare 8.95%
4 Communication Services 8.34%
5 Financials 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$29.9K 0.02%
+357
377
$29.5K 0.02%
+2,269
378
$29.4K 0.02%
+2,500
379
$29.4K 0.02%
+222
380
$29.1K 0.02%
+1,054
381
$28.8K 0.02%
+6,450
382
$28.6K 0.02%
+1,410
383
$28.5K 0.02%
+324
384
$28.5K 0.02%
+451
385
$28.4K 0.02%
+7,137
386
$28.3K 0.02%
+426
387
$28.1K 0.02%
+33
388
$27.7K 0.02%
+8,000
389
$26.8K 0.02%
+800
390
$26.7K 0.02%
+3,835
391
$26.5K 0.02%
+1,804
392
$26.4K 0.02%
+100
393
$26.1K 0.02%
+2,683
394
$26.1K 0.02%
+97
395
$25.9K 0.02%
+301
396
$25.8K 0.02%
+131
397
$25.5K 0.02%
+1,365
398
$25.4K 0.02%
+500
399
$25.3K 0.02%
+113
400
$25.1K 0.02%
+65